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Disclosery

Strategic Family Wealth Counselors, L.L.C.: HDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Family Wealth Counselors, L.L.C. on HDV, newest first. How the timeline and the estimate are built.

Strategic Family Wealth Counselors, L.L.C. held 187,624 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,624 shares
    Change vs previous 13F +150,329 shares

    1.2% of the 13F portfolio, value $5,142,783.

    13F-HR 0001729755-26-000003 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,295 shares
    Change vs previous 13F -338 shares

    1.33% of the 13F portfolio, value $5,061,632.

    13F-HR 0001729755-26-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,633 shares
    Change vs previous 13F +726 shares

    1.07% of the 13F portfolio, value $4,758,743.

    13F-HR 0001729755-26-000001 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,907 shares
    Change vs previous 13F +605 shares

    1.16% of the 13F portfolio, value $4,519,292.

    13F-HR 0001729755-25-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,302 shares
    Change vs previous 13F +1,567 shares

    1.21% of the 13F portfolio, value $4,253,540.

    13F-HR 0001221073-25-000080 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,735 shares
    Change vs previous 13F +380 shares

    1.37% of the 13F portfolio, value $4,207,087.

    13F-HR 0001221073-25-000050 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,355 shares
    Change vs previous 13F -2,687 shares

    1.26% of the 13F portfolio, value $3,856,646.

    13F-HR 0001221073-25-000018 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 37,042 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $4,356,917.

    13F-HR 0001221073-24-000094 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).